Root Financial Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,253 shares of ITOT stock, worth $312,581. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,253
Previous 2,835 20.53%
Holding current value
$312,581
Previous $365 Million 23.87%
% of portfolio
0.03%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$120.29 - $134.6 $70,008 - $78,337
-582 Reduced 20.53%
2,253 $278 Million
Q4 2024

Jan 29, 2025
BUY
$124.26 - $134.12 $130,348 - $140,691
1,049 Added 58.73%
2,835 $365 Million
Q3 2024

Oct 31, 2024
BUY
$113.41 - $125.62 $202,550 - $224,357
1,786 New
1,786 $224 Million

Others Institutions Holding ITOT

# of Institutions
1,615
Shares Held
320M
Call Options Held
67.9K
Put Options Held
29K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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